You have created over the counter invoices, however you expect the system to have the option to defer taxes for the created invoice.
Reproducing the Issue
- Go to Over-the-Counter Sales work center
- Go to Over-the-Counter Sales view
- Edit one of the documents
- Go to the Items tab
- Open the Taxes section
You see that the Tax Payment Deferred indicator is not enabled.
For the over the counter (OTC) scenario, this is expected system design. If you want to use the OTC process, ByDesign is creating a customer invoice with the deferred tax flag unchecked and when you post the invoice the taxes are posted directly to the tax account. Usually in the OTC process, you have the customer in the store and he pays immediately (via credit card or cash). From a ByDesign perspective, you have to post the payment of such a OTC-customer invoice ideally in the same day, but mandatory in the same reporting period (month) as the invoice itself and then the taxes will be reported correctly (no need to defer taxes).
If you have created a customer invoice via the OTC process and get the payment much later (2-3 month later), than from our perspective this would not be an OTC process. In this case, you may start the process directly with the customer invoice (which would have deferred taxes and the taxes will be due when you post the payment of the customer invoice).
2467050 - All VAT/Sales Tax Items Report Does not Show All Customer Invoices
KBA , AP-CI , Customer Invoice Processing , How To